Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Jill’s Journal

An educational blog from SWMG Financial Advisor Jill Carr for new investors about the fundamentals of investing and finance.

We will never share your information with any third parties. You can unsubscribe at any time.

woman providing a male entrepreneur with financial advisor

Preparing for Your Financial Review Meeting

Today’s post is a guest blog post from Kim Waldman, who is our Chief Operating Officer at Stephens Wealth Management Group. So, you want to make the most of  your financial review meeting, but you ...
Couple managing their money

Managing Money in A Relationship

If you are in a relationship, are you on the same page when it comes to finance? No?…read on! I recently watched an old episode of How I Met Your Mother, in which Lily was hiding a massive ...
LGBTQ+ Pride Month

LGBTQ+ Pride Month

Welcome to Pride Month! June was chosen for LGBTQ+ Pride Month to memorialize the Stonewall Riots which took place in June 1969. If you don’t know about the riots, Drunk History put together a great ...
A pet getting examined

Can You Afford A Pet?

We adopted some cats a couple of years ago. As of this month, they are three years old, which apparently in cat years is 28 in human years. Little did we know the expenses coming for one cat, who is ...
529 Plan gold key -- college education

Excess 529 Funds?

So, you were a #ResponsibleAdult and you planned for your child’s future with a 529 plan. They were attending school and you withdrew funds to pay for their tuition and room and board. Then, the ...
529 savings Piggy bank beside calculator savings for college

College Funding Part 2

In my last post, I started to explain the different ways that parents (or whomever) can save money for college. This post covers 4 additional ways. Again, here is a handy dandy chart: Like ...
529 savings Piggy bank beside calculator savings for college

College Funding Part 1

May is “529” month (get it- 5/29? It’s a complete dad joke). I will be talking about college funding. Do you have a child or grandchild that will someday attend college? Great, now go back in time ...
A home with itemized deductions as a tax plan

Should I take the standard deduction or itemize my deductions this tax season?

It is tax time. Normally, we would have our taxes filed by now, but this year we have an extension. But I am not thinking about taxes, I am thinking about summer, which I am going to tie into taxes ...
sticky note reminding readers of do it yourself investing

DIY Investing

I heard a great analogy the other day. It has to do with oil changes in your car. If you wanted to, you could figure out how to do an oil change and save yourself some money. However, you might get ...

Meet Jill Carr

SWMG financial advisor Jill Carr loves supporting her clients in growing their financial literacy and understanding of wealth management. In that same spirit, her blog Jill’s Journal is aimed at providing newer investors with answers to common finance and investing questions.

"Leave Nothing To Chance."


5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions


712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stephens Wealth Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © 2020 Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.